Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG HIGH YIE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
109New |
$2.72K - $2.8K
|
109
$2.8K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
104+ 1.06% |
$2.59K - $2.67K
|
9.91K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
100+ 3.56% |
$2.5K - $2.57K
|
2.91K
$74.7K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
97+ 0.44% |
$2.42K - $2.49K
|
22.4K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
95+ 0.23% |
$2.37K - $2.44K
|
41.1K
$1.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
70+ 0.4% |
$1.75K - $1.8K
|
17.6K
$452K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
66+ 0.03% |
$1.65K - $1.7K
|
195K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
66+ 4.16% |
$1.65K - $1.7K
|
1.65K
$42.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
64+ 0.72% |
$1.6K - $1.64K
|
8.98K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
55New |
$1.37K - $1.41K
|
55
$1.41K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
54+ 0.15% |
$1.35K - $1.39K
|
35.4K
$909K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
36+ 1.31% |
$898 - $925
|
2.78K
$71.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21+ 0.26% |
$524 - $539
|
7.98K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15+ 0.11% |
$374 - $385
|
13.3K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
11+ 0.04% |
$274 - $283
|
25.5K
$654K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.78% |
$175 - $180
|
908
$23.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$175 - $180
|
2.4K
$61.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- -0.0% |
$25 - $25.7
|
31.8K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2- 1.46% |
$49.9 - $51.4
|
135
$3.47K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 10.0% |
$250 - $257
|
90
$2.31K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-43- 0.19% |
$1.07K - $1.1K
|
22.7K
$584K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.24% |
$1.22K - $1.26K
|
20.4K
$524K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-56- 0.27% |
$1.4K - $1.44K
|
20.3K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 0.17% |
$1.75K - $1.8K
|
40.7K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-113- 0.99% |
$2.82K - $2.9K
|
11.3K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-139- 8.28% |
$3.47K - $3.57K
|
1.54K
$39.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-159- 2.6% |
$3.97K - $4.08K
|
5.95K
$153K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-190- 1.9% |
$4.74K - $4.88K
|
9.8K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-198- 36.46% |
$4.94K - $5.09K
|
345
$8.86K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-198- 0.24% |
$4.94K - $5.09K
|
83.1K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-206- 88.03% |
$5.14K - $5.29K
|
28
$719
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-232- 1.39% |
$5.79K - $5.96K
|
16.5K
$423K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-278- 3.31% |
$6.94K - $7.14K
|
8.12K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-379- 0.21% |
$9.46K - $9.74K
|
183K
$4.7M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-408- 1.2% |
$10.2K - $10.5K
|
33.5K
$860K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-429- 6.02% |
$10.7K - $11K
|
6.7K
$172K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-429- 11.27% |
$10.7K - $11K
|
3.38K
$86.7K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-439- 2.07% |
$11K - $11.3K
|
20.8K
$534K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-466- 0.19% |
$11.6K - $12K
|
243K
$6.25M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-490- 2.7% |
$12.2K - $12.6K
|
17.7K
$454K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-500- 5.28% |
$12.5K - $12.8K
|
8.98K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-513- 1.9% |
$12.8K - $13.2K
|
26.5K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-520- 2.83% |
$13K - $13.4K
|
17.8K
$458K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-529- 4.05% |
$13.2K - $13.6K
|
12.5K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-538- 1.36% |
$13.4K - $13.8K
|
39.1K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-591- 1.22% |
$14.7K - $15.2K
|
48K
$1.23M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-608- 68.86% |
$15.2K - $15.6K
|
275
$7.06K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-630- 1.69% |
$15.7K - $16.2K
|
36.7K
$942K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-638- 2.05% |
$15.9K - $16.4K
|
30.4K
$782K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-719- 2.8% |
$17.9K - $18.5K
|
25K
$642K
|